VLSI Research Inc.

Mike Splinter, President and CEO of Applied Materials, discusses their new growth strategies in materials, patterning, and tools for solar cells. Transistors no longer scale easily and need new thin film materials. Applied's RunFastStayCool initiative brings new applications to make this possible. Applied's new Sokudo venture allows them the opportunity to address new markets in advanced patterning films. Finally, Mike talks about Applied's long term growth opportunities in solar cells. It's a chance for Applied to bring their resources to bear on solving the cost and recovery efficiency issues with making solar cells. It's a long term opportunity not unlike what they did almost ten years ago when they entered the LCD display tool market. Solving the cost and yield issues made this a multi-billion dollar market.

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